Ad is loading...
CLBFX vs SIBAX
CLBFX vs SIBAX Comparison
Open Charts CLBFX vs SIBAX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
CLBFX vs SIBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. SIBAX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Hold and SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. SIBAX (69.4M). CLBFX pays higher dividends than SIBAX: CLBFX (2.39) vs SIBAX (1.27). CLBFX was incepted earlier than SIBAX: CLBFX (22 years) vs SIBAX (31 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. SIBAX (39.71). CLBFX has a lower initial minimum investment than SIBAX: CLBFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 14.36 vs. CLBFX (9.36). SIBAX return over 5 years is better than : 44.68 vs. CLBFX (32.87).
| CLBFX | SIBAX | CLBFX / SIBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 31 years | - |
| Gain YTD | 2.894 | 2.000 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 69.4M | 348,703% |
| Annual Yield % from dividends | 2.39 | 1.27 | 187% |
| Returns for 1 year | 9.36 | 14.36 | 65% |
| Returns for 3 years | 19.64 | 24.02 | 82% |
| Returns for 5 years | 32.87 | 44.68 | 74% |
| Returns for 10 years | 68.67 | 87.52 | 78% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers